Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HWA
5001
Hillcrest Wealth Advisors
New Jersey
$169M +$640K +0.4% 4.72% 41% 48
TIM
5002
Tikehau Investment Management
France
$169M -$24.1M -12% 6% 77.8% 17
PS
5003
Planned Solutions
California
$169M +$11.4M +7% 5.39% 49.6% 81
AC
5004
Aristides Capital
Kentucky
$169M +$10.4M +7% 4.1% 65.2% 206
WCP
5005
Wick Capital Partners
Pennsylvania
$169M -$5.42M -3% 6.26% 46.7% 70
PCM
5006
Pinnbrook Capital Management
New York
$169M -$2.48M -1% 11% 128% 71
VM
5007
Varde Management
Minnesota
$169M +$31.5M +23% 1.55% 11.3% 9
VEA
5008
Virtus ETF Advisers
New York
$169M -$13M -7% 5.59% 79.8% 495
FFG
5009
Fortem Financial Group
California
$169M +$15.2M +10% 8.95% 117% 174
WAM
5010
WFA Asset Management
Wisconsin
$169M +$5.75M +4% 2.83% 41.1% 264
AWP
5011
Accretive Wealth Partners
New Jersey
$169M +$12.3M +8% 5.81% 60.5% 117
ANHIM
5012
Alan N. Hoffman Investment Management
Massachusetts
$169M +$27.4M +19% 19% 89% 13
LWP
5013
Lumature Wealth Partners
Georgia
$168M -$10.1M -6% 4.98% – 409
AIM
5014
Aspen Investment Management
Michigan
$168M +$11.9M +8% 4.77% 57.9% 146
VBFG
5015
Vishria Bird Financial Group
Tennessee
$168M +$11.9M +8% 10.3% 57.1% 56
GWM
5016
Grand Wealth Management
Michigan
$168M +$1.84M +1% 3.91% 42.5% 78
QC
5017
Qalhat Capital
British Virgin Islands
$168M +$12M +8% 8% 64.6% 9
CWM
5018
Collaborative Wealth Management
Florida
$168M +$9.41M +6% 3.71% 32% 176
RFP
5019
Root Financial Partners
California
$168M +$27.8M +20% 4.07% – 69
KC
5020
Kinloch Capital
Virginia
$168M -$3.28M -2% 1.86% 39.1% 67
HMCP
5021
Hook Mill Capital Partners
New York
$168M +$33.5M +25% 12.3% – 43
RBC
5022
Rye Brook Capital
Connecticut
$168M +$4.1M +3% 4.36% 43.7% 32
PIAS
5023
PCA Investment Advisory Services
Ohio
$168M +$26.2M +19% 6.27% – 445
USB
5024
Union Savings Bank
Connecticut
$167M – – 5.92% – 285
MA
5025
MBA Advisors
Pennsylvania
$167M +$6.69M +4% 3.9% 47.1% 126
199 200
201
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